+53.5%
PSA vs AFRM
+203.8%
-150.3%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -0.7% |
| 7D | +3.9% | -7.3% | +11.2% | +4.4% |
| 30D | +19.7% | -9.6% | +29.2% | +20.4% |
| 3M | +4.3% | -11.1% | +15.3% | +4.9% |
| 6M | +11.4% | +3.9% | +7.5% | +10.6% |
| YTD | +33.9% | -8.5% | +42.4% | +33.4% |
| 1Y | +28.3% | +3.3% | +25.0% | +26.4% |
| 3Y | +53.5% | +213.7% | -160.2% | +30.3% |
| All | +53.5% | +203.8% | -150.3% | +30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AFRM.
Daily Out/Under-Performance
Portfolio return minus AFRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFRM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded AFRM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling